Management and Career Moves
MorVest Capital Hires Ruth Lee as Executive Vice President for Expansion of Mortgage Liquidity and MSR Advisory Services
SUGAR LAND, Texas — David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee….
Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA
SACRAMENTO, Calif. — EPIC Insurance Brokers & Consultants (‘EPIC’) announced today that new business sales and relationship management professional Julia Moore has joined the firm’s operations in Sacramento as Vice President, New Business Development….
LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant
MACON, Ga. — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company’s implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights….
EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (‘EPIC’) today announced that risk management and insurance professional Sarmad Naqvi has joined the firm’s Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families….
EPIC Insurance adds Eric Kitei as a Principal in Southern California
LOS ANGELES, Calif. — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Eric Kitei has joined the firm’s operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry….
EPIC Adds John Check in Pittsburgh, Pa.
PITTSBURGH, Pa. — EPIC Insurance Brokers and Consultants (‘EPIC’), a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm’s Employee Benefits Consulting Division….
Lloyd A. Schmidt Elevated to Shareholder at Hoge Fenton
SAN JOSE, Calif. — Hoge Fenton is pleased to announce that, effective July 1, 2018, attorney Lloyd A. Schmidt was elevated to the status of shareholder. Hoge Fenton is a multi-service law firm headquartered in Silicon Valley, with highly focused practitioners….
Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team
NAPA, Calif. — Paragon Insurance Holdings LLC, a national multi-line specialty Managing General Agency (MGA) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in the role of Senior Underwriter, Winery and Brewery, working in close collaboration with Fuller….
ARMCO Promotes Sharon Reichhardt to Vice President of Client Success
POMPANO BEACH, Fla. — ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success….
Brian Chu, CIC, CLCS Joins EPIC Insurance in Southern California
LOS ANGELES, Calif. — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm’s operations in Southern California as a Vice President. Chu will join the EPIC practice group led by Principal Rose Nordbrock and will be based in EPIC’s Downtown Los Angeles office, reporting to Jim Gillette, President of EPIC’s Pacific South Region….